5 current investment themes
AMP Capital
AMP Capital
Theme #2 The Shipping Slump: One of the features of the first half of the year has been the fall in global trade flows. It’s worth paying attention to trends in global trade as it reflects the state of the global economy and is a key driver for the more export oriented economies (such as China/Japan/Germany/Korea). Looking at the charts below it may seem like there is cause for concern, but given the seasonal patterns and the global growth dynamics mentioned above it makes sense to expect a concomitant improvement in global trade volumes into the second half of the year. Callum Thomas, Investment Strategist, Multi-Asset Group, shares five investment themes for the week. Read the full article here: (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
AMP Capital is one of the world's leading investment houses, with a 160-year pioneering heritage. Our enviable track record in real estate and infrastructure is coupled with deep expertise in fixed income, equities and multi-asset investments.
AMP Capital
AMP Capital
AMP Capital is one of the world's leading investment houses, with a 160-year pioneering heritage. Our enviable track record in real estate and infrastructure is coupled with deep expertise in fixed income, equities and multi-asset investments.
Expertise
AMP Capital
AMP Capital
AMP Capital is one of the world's leading investment houses, with a 160-year pioneering heritage. Our enviable track record in real estate and infrastructure is coupled with deep expertise in fixed income, equities and multi-asset investments.
Expertise
Comments
Comments
Sign In or Join Free to comment